Crestwood Blog

Microsoft Excel Tips and Tricks
Lauren Christoff
Lauren Christoff

The Basics of Excel PivotTables

Microsoft Excel can be very intimidating especially when you’re not an expert, like me. I was asked to write a blog on a topic I was not familiar with.  I chose to challenge myself and learn more about Excel and the creation of PivotTables. What is a PivotTable? A PivotTable is a tool that helps … Read more

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D365 BC SMTP Setup
Melissa Chang
Melissa Chang

Dynamics 365 Business Central: SMTP Setup with Azure MFA App Passwords

Setting the SMTP Email Setup in Microsoft Dynamics 365 Business Central is pretty simple, however if you have an account with Authentication requirements, then you will need to take a few extra steps for setup.  (You’ll need to able to create App Passwords via aka.ms/mfasetup) To begin, use the magnifying glass icon to search SMTP … Read more

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Amber
Amber Tselios

Webinar: Making Payments in Dynamics GP Can Be Much Easier (with Mekorma)

Tuesday, September 29, 2020 – 12:00 PM – 1:00 PM (CDT) Register here! Stop doing in-person check runs! Another CAM-favorite Dynamics GP solution! If you experience the frustrations of inefficient, manual AP processes or challenges getting payments out the door on time, then join us to learn about the new features in Mekorma’s Payment Hub. … Read more

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Amber
Amber Tselios

Webinar: Security Made Simple – The Benefits of Multi-Factor Authentication

Wednesday, September 16, 2020 – 1:00 PM – 2:00 PM (CDT) Register here! Every day we hear about systems being attacked by hackers. Securing your data is top priority, and it’s SO EASY to set up! Crestwood does all the work, and there’s no downtime for your business. There is NOTHING to lose. To talk … Read more

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Microsoft Office
Lauren Christoff
Lauren Christoff

Microsoft Announces the Retirement of Office 2010! Have you upgraded Yet?

With Microsoft 365 (formerly Office 365) growing and expanding its capabilities rapidly, Microsoft announced they are retiring Office 2010 on October 13, 2020. What does that mean? It means you need to upgrade to Microsoft 365. Office 2010 will no longer be available for download, technical support or have any further updates on security. Office … Read more

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Writeoff payments in GP
Mike Gordon
Mike Gordon

Writeoffs in Dynamics GP

I had a client recently inquire as to how to write off small amounts. The Write Off Documents routine is usually a part of the AR Month End process, but you may complete it at any time.  With this tool you can write off overpayments and underpayments quickly and easily for all customers, regardless of … Read more

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Crestwood Add-on Advanced Commissions
John Jones
John Jones

Advanced Commissions in Acumatica

Save hours of time calculating, verifying, and paying out commissions with Advanced Commissions from Crestwood Associates. Native functionality (no more Excel!) Enhanced customizable plans And much more This natively-built add-on module allows you virtually unlimited commission calculation flexibility to meet all your unique business needs. High-level overview of Advanced Commissions: First, the salesperson is tied … Read more

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Amber
Amber Tselios

The Dynamics Summit Goes Virtual!

The Community Summit is still going on – from the comfort of your couch! What: The Dynamics Community Summit Who: Microsoft Dynamics and Microsoft Power Platform Users When: October 5-9, 2020 Where: All Online! Register here! We all miss in-person events, but virtual gatherings are a close second place. Join your fellow Dynamics and Power … Read more

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Quick Acumatica Tip
Jen
Jen

How to Create Sections in Acumatica Attributes

Attributes are pre-defined custom fields that you can easily set up and use to capture data, validate or store information for many different data entry screens in Acumatica; such as, Customers, Vendors, Inventory, Leads, Opportunities, Projects, AP, AR etc. We use quite a few attributes in our own internal Acumatica system.  However, it’s become a … Read more

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Multifactor Authenticator
Ben Borger
Ben Borger

Crestwood Cloud: Now Offering Multifactor Authentication (MFA) for Dynamics GP & SL

Every day we hear about systems being attacked by hackers.  Securing your data is top priority.  By hosting your Dynamics GP or SL system in the Crestwood Cloud, you get peace of mind that your system is secure. We already offer multifactor authentication and single sign on for Acumatica through Azure AD, but extending it … Read more

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Teams Tips and Tricks
Lauren Christoff
Lauren Christoff

What is the Difference between Microsoft Teams and SharePoint? & How to Use Them to Help Locate Exactly What You Need

Microsoft Teams and SharePoint Here at Crestwood we’ve been using Microsoft Teams for approximately a year now and we’ve become very familiar with its features. Saying that, doesn’t mean we know it all, because we don’t, or at least I don’t. I can honestly tell you we learn something new just about every other week. … Read more

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Dynamics GP Error - Journal Printing
William Schroeder
William Schroeder

Dynamics GP Error: Journal Printing Interrupted

A “Journal Printing Interrupted” error while posting subledger (AP, AP, Inventory, et cetera) transaction batches in Microsoft Dynamics GP can be among the most frustrating and cryptic error messages an ERP system can generate.  This error only occurs during the posting process and generally is not manifested when a batch edit report is generated, which … Read more

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General Ledger in Dynamics 365 Business Central
Juliet Constantino
Juliet Constantino

Purchase Order Processing and the Various General Ledger Entries in Dynamics 365 Business Central

There are two options in the Inventory Setup window that need to be considered when defining the various posting accounts in Microsoft Dynamics 365 Business Central. We will go through how these options create different GL entries during the purchase order process so you can make the selection that is best for your procedures. The … Read more

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Amber
Amber Tselios

Moving GP to the Cloud: The Importance of Choosing the Right Partner

Crestwood clients run the gamut, in terms of size, from small sole proprietorships to massive Fortune 200 corporations. We’re proud to offer a variety of resources for every level of need; no one-size-fits-all approaches from us. Our clients rely on us for any combination of services, from providing and implementing their ERP, to complex support … Read more

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New Features in Dynamics GP 2018 R2
Jen
Jen

Microsoft Dynamics 365 Business Central 2020 Updates

Microsoft Dynamics 365 Business Central is expanding rapidly.  Customers are quickly making the switch to this cloud-based ERP solution, especially due to the work-from-home benefits and security.  Microsoft is investing a ton of resources to make sure Business Central is the best-in-breed to meet the demands of growing businesses. Recently, Microsoft released an update, and … Read more

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